Wiza logo
Wiza logo
Get a demo
Get started for free

Ben McGloin, CFA - Email & Phone Number

Partner, Managing Director at Beacon Pointe

Ben McGloin, CFA is based out of Newport Beach, California, United States and works at Beacon Pointe as Partner, Managing Director.

Ben McGloin, CFA's Contact Information

Latest update
April 30, 2024
Location
Newport Beach, California, United States

Ben McGloin, CFA's Work History

Partner, Managing Director
Beacon Pointe
Sep 2023 - Present
Executive Director - Head of Advice, Planning and Fiduciary Services
BNY Mellon Wealth Management
2019 - Sep 2023
Global Head of Portfolio Management
BNY Mellon Wealth Management
2015 - 2019
Managing Director of Portfolio Management - Western Region
BNY Mellon Wealth Management
2012 - 2015
Senior Director - Team Leader
BNY Mellon Wealth Management
2009 - 2012
Senior Portfolio Manager
BNY Mellon Wealth Management
Oct 2003 - 2009
Global Analyst
PIMCO
2003 - 2003

Ben McGloin, CFA's Education

Business Studies
Computer Science

Ben McGloin, CFA's Skills

Asset Management
Portfolio Management
Alternative Investments
Investments
Equities
Fixed Income

Ben's current employer

Beacon Pointe logo

Beacon Pointe

Description
Call Top Financial Advisor of Beacon Pointe Advisors @ (949) 718-1600 for an appointment today or visit us at 24 Corporate Plaza Drive.
HQ Location
Newport Beach, California, United States
Number of employees
201-500
Industry
Financial Services
Latest update
April 30, 2024

Frequent questions about Ben McGloin, CFA

What company is Ben McGloin, CFA working for?
Ben McGloin, CFA works for Beacon Pointe.
What is Ben McGloin, CFA's function at Beacon Pointe?
Ben McGloin, CFA is Partner, Managing Director at Beacon Pointe.
Where is Ben McGloin, CFA based?
Ben McGloin, CFA is based out of Newport Beach, California, United States.
Who are Ben McGloin, CFA's co-workers?
Ben McGloin, CFA's colleagues are Shannon Eusey, Felix Lin, Matt Cooper, Garth Flint, Matt Armistead, Fred Taylor, Jonathan Acosta, TJ Hoffman, David Emmes, Michael Kane, Albert Heeg, Chitra Staley, Charles Duncan, Ben McGloin, Cathi Prentice, Tommy Derrick, Scott Drown, Rocky Daigle, Julien Frazzo, Burk Rosenthal, Andrew Reinhardt, Christine Nelson, Medha Nadgir, Mark Mathers, Jason Overholtzer, Indya Yuill, Joe Ramos, Gene Ka, Reed Finney, Bob Wetter, Tom Stefaniak, Wayne McCullough, Stephen Marshall, Maria Caracoza, Kyle Boyd.
Find anyone's contact info.
Get 20 free email reveals

Ben's co-workers

Shannon Eusey avatar
Shannon Eusey
CEO and Co-Founder
Felix Lin avatar
Felix Lin
President, Institutional Consulting Services
Matt Cooper avatar
Matt Cooper
President
Garth Flint avatar
Garth Flint
Partner and Co-Founder
Matt Armistead avatar
Matt Armistead
Vice President
Fred Taylor avatar
Fred Taylor
Partner, Managing Director
Jonathan Acosta avatar
Jonathan Acosta
Partner, Managing Director
TJ Hoffman avatar
TJ Hoffman
Regional Director
David Emmes avatar
David Emmes
Partner, Managing Director
Michael Kane avatar
Michael Kane
Partner, Managing Director
Albert Heeg avatar
Albert Heeg
MANAGING DIRECTOR
Chitra Staley avatar
Chitra Staley
Managing Director
Charles Duncan avatar
Charles Duncan
Partner, Managing Director
Ben McGloin avatar
Ben McGloin
Partner, Managing Director
Cathi Prentice avatar
Cathi Prentice
Director, Compliance
Tommy Derrick avatar
Tommy Derrick
Director, Insurance Services
Scott Drown avatar
Scott Drown
Director Of Operations
Rocky Daigle avatar
Rocky Daigle
Partner, Managing Director
Julien Frazzo avatar
Julien Frazzo
Director of Risk Management and Securities Research
Burk Rosenthal avatar
Burk Rosenthal
Partner, Managing Director
Andrew Reinhardt avatar
Andrew Reinhardt
Managing Director
Christine Nelson avatar
Christine Nelson
Principal, Director of Operations
Medha Nadgir avatar
Medha Nadgir
Principal, Director of Client Services & Operations
Mark Mathers avatar
Mark Mathers
Managing Director, Partner
Jason Overholtzer avatar
Jason Overholtzer
Director - Investment Research
Indya Yuill avatar
Indya Yuill
Managing Director
Joe Ramos avatar
Joe Ramos
Partner, Managing Director
Gene Ka avatar
Gene Ka
Partner, Managing Director
Reed Finney avatar
Reed Finney
Partner, Managing Director
Bob Wetter avatar
Bob Wetter
Partner, Managing Director
Tom Stefaniak avatar
Tom Stefaniak
Managing Director, Partner
Wayne McCullough avatar
Wayne McCullough
Partner, Managing Director
Stephen Marshall avatar
Stephen Marshall
Director, Head of Asset Allocation
Maria Caracoza avatar
Maria Caracoza
Human Resources Director
Kyle Boyd avatar
Kyle Boyd
Partner, Managing Director
Wiza does not guarantee or claim any of the information found on this public directory to be 100% accurate or up to date.Information found here is gathered from a variety of online and offline sources.If you wish to exclude your personal data from this public directory please fill out the optout form.